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    Alex Apostolidis

    Research Analyst at Barings

    Alex Apostolidis is a Research Analyst at Barings, specializing in equity research with a particular focus on transportation and logistics sectors. He has directly covered companies such as major European airlines, conducting in-depth analyses of operational metrics like revenue per passenger and the impact of workforce changes on performance. Apostolidis joined Barings prior to 2022 and has been recognized for his detailed company-specific inquiries, though comprehensive public performance metrics or rankings are limited. His professional credentials and securities licenses are not publicly listed, indicating a primary specialization in fundamental equity research within Barings.

    Alex Apostolidis's questions to Dufry AG/ADR (DUFRY) leadership

    Alex Apostolidis's questions to Dufry AG/ADR (DUFRY) leadership • Q2 2022

    Question

    Alex Apostolidis from Barings inquired about revenue per passenger in H1 2022 versus H1 2019, the impact of 2,500 staff vacancies on personnel costs, the reason for higher 'other expenses' versus 2019, and the strategy for refinancing upcoming debt maturities.

    Answer

    CEO Xavier Rossinyol noted that spend per head was ahead of 2019 but influenced by a different passenger mix, and that personnel inflation is being mitigated by initiatives like self-checkout. CFO Yves Gerster explained the debt refinancing approach will be holistic, considering market conditions and the Autogrill deal timing. The question regarding 'other expenses' was not directly addressed.

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